US economic indicators, like rising unemployment and mortgage delinquencies, point towards a global economic slowdown, potentially leading to interest rate cuts. The upcoming US elections in Q4 2024 could further fuel market volatility. Comparatively, India’s economy is robust, and with elections and the Budget behind us, it’s well-positioned for continued outperformance, particularly given the ample domestic liquidity. However, despite its strong fundamentals, the Indian market may still be influenced by global trends, especially given its current high valuations.
How systematic active investing combines data, discipline and dynamic allocation to help deliver alpha
Systematic investing merges human judgment with machine intelligence for a disciplined, scalable approach. India’s evolving capital markets, marked by retail growth and digitization, make it